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Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.

This month shall be dubbed the month of specialization as the tide of AI compute make a hard turn toward inference and agentic AI. What is all this all this madness about CPUs about? The Silicon Futures Trio unpacks the mystery of the month.

In this episode, Leonard, Karl and Jim talk about some of the top headlines from April of 2026.

➡️ What's up with the CPU mania in AI?
➡️ Why is everyone going custom, specialized AI systems?
➡️ The diverse velocities of AI change & digestion.
➡️ The many roles of CPU in an agentic AI system.
➡️ Cloud demand driven by AI system complexity and speed.
➡️ The AI narrative has graduated from the "chip".
➡️ Is the AI boom sustainable?
➡️ Clarifying the Google TPU 8 Enigma.
➡️ How will AI system specialization and general purpose play out?
➡️ The hyperscale red flag for NVIDIA.
➡️ Where are the AI business model transformations?
➡️ A quick thought on Terafab by Intel & Elon.
➡️ Impressions on Qualcomm's custom AI silicon & systems.

Hit Leonard, Karl, and Jim up on LinkedIn and take part in their industry and tech insights.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com. Check out Karl's Substack at: https://substack.com/@karlfreund429026

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NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.